New Reports: Ability to print detailed transaction data (edited)
Users need the ability to view, download, print a report with selected categories (whether one or all) and all transactions associated with such category. For example, the P&L listing the each category item and then every transaction under that category - like "Office Supplies", then list each transaction that is classified as Office Supplies that total up the category item amount, then list the next category item, and so on . A Detailed P&L Report. Then do the same for Balance Sheet with the Accounts listed on the Balance Sheet. This will make things more efficient with tax reporting.
Comments
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We 100% need this! We need to be able to view and share detailed transaction data, not just a summary of categories, especially in the P&Ls. Thanks!
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Here searching for answers for selecting a date range on the Balance Sheet report.
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Hello @shaped,
Thank you for reaching out! If you have specific questions about the Balance Sheet report, I recommend creating a new discussion. For information on creating a new discussion, please see the post linked below:
I hope this helps!
-Coach Kristina
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